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How do I add my accountant or service provider to Orchestra?
How do I add my accountant or service provider to Orchestra?
Alison Perkins avatar
Written by Alison Perkins
Updated over a year ago

Your service providers (accountant, lawyer, advisor, etc) may be the ones completing share registry actions in Orchestra on your behalf. When you grant them access to your Orchestra account, changes that they make in Orchestra on your share registry are synced with the NZ Companies Office or with ASIC in Australia, so they don't have to update the Companies Office or ASIC as well.

You can easily add these key people to Orchestra through the 'User access' section of the administrator dashboard.

To do this, login to Orchestra and go to the administrator dashboard for your company. In the left hand menu, click the 'Administration' dropdown, and select 'User access'.

You will be able to see the full list of people who have administrator access to your Orchestra account. You can also see what role they have, which is either an Owner, a Service provider, View (read-only), or Agent (for Australian companies to give their ASIC agent read access for the entity).

If you need to edit access for your company Administrators, you can add and remove administrators through the relevant buttons under 'Actions'.

Note: you can't delete yourself as an Administrator. To remove yourself you will need to get another company Administrator to delete you.

To add a new service provider click the 'Add new user' button.

Add in your service providers details, including their first name, last name, email, and what administrator 'role' you would like to give them. Click the 'Create User' button.

If your company is live (not in draft mode), Orchestra will automatically send an email to the new service provider administrator to let them know that they have been added to Orchestra, and to log in to see the company profile. If the company is in draft mode, an email will not be sent to them, and you will need to have them sign up to Orchestra with the email address that you used when adding them as an administrator.

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